# Set up Optimizely Account

Before you begin, you will need the following:

* Optimizely Account 
* CrossEngage Account
* A website that implements the Optimizely snippet. See [this page ](https://support.optimizely.com/hc/en-us/articles/4410289783309-Custom-snippets-in-Optimizely-Web-Experimentation)for more information.
* User data that includes the Optimizely identifier

### Setting Up Dynamic Customer Profiles

Dynamic Customer Profiles (DCP) function as a storage facility for customer data on Optimizely. The data stored there can be used on platforms implementing the Optimizely snippet.

The process for setting up DCPs is explained in the [Personalization: Create Audiences with Dynamic Customer Profiles](https://help.optimizely.com/Target_Your_Visitors/Personalization%3A_Create_Audiences_with_Dynamic_Customer_Profiles) guide on Optimizely. Complete the following steps in the guide:

* Create a DCP Service
* Add a datasource
* Define attributes

### Creating an API Token

* In Optimizely, click on your profile in the bottom right corner.
* Go to the API Access Tab.
* Click on Generate new Token.
* Give your token a meaningful name, and click on Create.

<figure><img src="/files/eOV3wahT1L1cprwrMsyk" alt=""><figcaption></figcaption></figure>

An API token is required in order for CrossEngage to access the Optimizely API. Complete the steps in the [Generate an API token in Optimizely Classic](https://help.optimizely.com/Integrate_Other_Platforms/Generate_an_API_token_in_Optimizely_Classic) guide to generate an API token. Save this value, as it will be required for the CrossEngage integration setup later.

### Transferring User Data to CrossEngage

### Configuring User Attributes

During the DCP setup, you configured a unique ID in step 5 of [Add a datasource](https://help.optimizely.com/Target_Your_Visitors/Personalization%3A_Create_Audiences_with_Dynamic_Customer_Profiles#2._Add_a_datasource). In order to store this unique ID value in CrossEngage, you can either create a new trait or use an existing trait. The value used will be configured in the integration setup. Ensure that you include this trait when creating users in the next step.

### Creating users

Users can be loaded on to the CrossEngage platform via the API or through the User Feed. Consult the [Data Management](/data-and-engagement-platform/data-management.md) documentation to learn more.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://documentation.crossengage.io/data-and-engagement-platform/messages/integrations/channels/segment-transfer/optimizely/set-up-optimizely-account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.